Block Advisors Operations Advisor

H&R Block Operations Advisor

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block!

What You'll Do...

The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and business performance. The associate will be responsible for a variety of operational tasks, including managing office logistics, coordinating with departments, and supporting the integration of an acquired office into H&R Block. Additionally, this role will involve ensuring compliance with company policies, maintaining accurate records, and providing exceptional support to both the H&R Block Office Manager and office associates. This person will be responsible for assisting others with client engagement, workflow management, up to and including delivering client outcomes.

Day To Day, You'll...

• Assist Office Manager & Transformation Manager with the seamless integration of the acquired CPA office into H&R Blocks operations
• Partner with Office Manager to create growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
• Assist in integration of the firm to Block Advisor's platforms
• Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
• Coordinate with various departments to ensure smooth workflow and communication
• Provide operational support to CPA associates, ensuring they have the resources needed to perform their duties effectively
• Develop and maintain project plans, including resource assignments, risks, and issues
• Collaborate closely with the Office Manager to ensure operational processes are executed both timely and accurately
• Assist in the implementation of new processes and systems to improve office efficiency
• Execute on Standard Operating Procedures (SOP)
• Maintain accurate records and documentation related to office operations
• Other duties as assigned and appropriate for the office

What You'll Bring To The Team...

It Would Be Even Better If You Also Had...

Why Work For Us

Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Equal Opportunity Employer : H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex / gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.